Watchlist / thebuildout-package-substrate-interposer-ecosystem

watchlist

Watchlist / thebuildout-package-substrate-interposer-ecosystem

current roster plus event stream

symbols 15 events 576 latest

TheBuildout · Package Substrate & Interposer Ecosystem — their curated supply-chain list (https://thebuildout.ai/lists/package-substrate-interposer-ecosystem), imported 2026-08-19 as a brand-tagged watchlist. Our slice = US-listed/ADR lines of the free-tier visible head: 19 of 41 visible / 92 total (51 pro-gated; 22 foreign primaries without a US line omitted — see experiments/gloomberg/thebuildout-lists-vs-watchlists.md). Membership and 'aiCriticality' tags are theirs; refresh via deno task market -- scrape-thebuildout --lists.

Showing 120 of 576 events.

Cumulative return since Sep 8 — both lines start at 0%, so the gap between them IS the out/under-performance. Hover for daily values.
1D7D30D3M1Y
cohort +0.1%-5.8%+5.1%-7.7%+103.9%
SPY +0.6%+1.2%+2.1%+3.1%+16.0%
Δ -0.5%-6.9%+3.0%-10.8%+87.9%

equal-weight · buy-and-hold from window start, no rebalancing · 3M+ windows are a current-roster backcast.

30D breadth 10/15 up

trend: 11 up · 0 flat · 4 down · avg RSI 52 · 73% above SMA200 · covered 15/15

contributors

SNPS+2.0pp+29.7%
CDNS+1.6pp+24.0%
ASX+0.8pp+12.7%
AMAT+0.5pp+8.1%
KLAC+0.5pp+6.9%

detractors

GLW-0.5pp-7.0%
AMKR-0.3pp-4.3%
MMM-0.2pp-2.7%
TTMI-0.2pp-2.6%
INTC-0.1pp-1.4%

Holdings

TSM $453.31 +4.1% 30d in trend INTC $104.70 -1.4% 30d coming into play LRCX $318.84 +0.9% 30d coming into play AMAT $507.03 +8.1% 30d coming into play KLAC $195.57 +6.9% 30d coming into play GLW $156.68 -7.0% 30d coming into play ASX $46.43 +12.7% 30d in trend MMM $159.96 -2.7% 30d coming into play CDNS $352.84 +24.0% 30d coming into play SNPS $509.99 +29.7% 30d in trend UMC $22.96 +1.2% 30d coming into play Q $126.60 +0.9% 30d coming into play ONTO $294.53 +5.8% 30d coming into play AMKR $49.12 -4.3% 30d retreating TTMI $121.01 -2.6% 30d coming into play
SNPS $509.99 +2.5% +29.7% +14.5% +5.3% 75 in trend -5.5%
CDNS $352.84 +1.1% +24.0% -8.2% +1.2% 66 coming into play -15.3%
ASX $46.43 +2.6% +12.7% +8.8% +296.5% 62 in trend -3.1%
AMAT $507.03 -0.5% +8.1% -15.8% +130.2% 55 coming into play -31.4%
KLAC $195.57 -0.6% +6.9% -15.5% +85.6% 55 coming into play -36.4%
ONTO $294.53 +0.6% +5.8% -8.4% +115.6% 51 coming into play -23.8%
TSM $453.31 -1.0% +4.1% +4.4% +51.2% 52 in trend -7.0%
UMC $22.96 +0.6% +1.2% -5.7% +206.9% 49 coming into play -20.7%
LRCX $318.84 -0.6% +0.9% -9.0% +126.1% 51 coming into play -27.3%
Q $126.60 -0.1% +0.9% -12.0% — 50 coming into play -28.6%
INTC $104.70 -2.2% -1.4% -4.7% +177.0% 43 coming into play -26.4%
TTMI $121.01 +3.0% -2.6% -17.4% +114.1% 46 coming into play -45.9%
MMM $159.96 -2.2% -2.7% +1.6% +4.6% 37 coming into play -13.5%
AMKR $49.12 -3.7% -4.3% -30.3% +60.4% 43 retreating -49.2%
GLW $156.68 +2.5% -7.0% -17.9% +79.7% 50 coming into play -42.4%

Feed generated 2026-10-10.